Automatic reminders

[pshahmumbai]

I am implementing Sugar for the first time. One most important feature that is needed is ability to send a reminder for a request that comes in.

eg : a client contacts us for a specific query and we send a reply using the inbuilt email client. now if the client doesnt contact us back, we would like to send a reminder after 10 days and another one again after 15 days.

How do I implement this functionality using sugarcrm ? Any suggestions ?

Thanks a lot.

[SugarDev.net]

This can be achieved by coding a Scheduled Task (cron). Some knowledge about Sugar's internals will be required.

[pshahmumbai]

Figured out a simple way to do this :

1. Go to Admin > Developer Tools > Studio > Cases/Leads > Fields.

Add a checkbox type with name "send reminder"
Add a date type with name "Send reminder on"
Add a textarea type with name "Message"

2. Bo back to Admin > Developer Tools > Studio > Cases/Leads > Layout > Edit view and add a panel as shown :



3. Save it and do the same for detail view

4. Now write a php script to get the leads to whom you want to send reminder directly from database.

I will document the whole process soon..

[sebek]

Great stuff...is it possible to implement this on Calls and Tasks, but to send reminder to sugar users which are assigned to specific lead, call, task?

The default sugar reminders are only pop-up and only form meetings and calls. I would like to assign tasks and calls to sugar users and then they should get reminded via e-mail.

Great work.